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Tax BPO

Managing a company’s tax obligations can be a real challenge. The responsibilities imposed by tax authorities at the municipal, state, and federal levels are extensive and complex.

It is precisely to ease this management that we offer our Tax BPO. This solution provides security, quality, and accuracy, while granting access to automation resources and minimizing the possibility of tax contingencies. It also includes the analysis of opportunities to reduce the tax burden.

To transform tax management into a competitive advantage, it is necessary to go beyond merely fulfilling tax obligations. You must also receive detailed tax reports and analyses that help identify opportunities for growth, improved financial efficiency, and further reduction of the tax burden.

Tax BPO services

We manage the entire process—from tax calculation and bookkeeping to the submission of accessory obligations—ensuring that everything is delivered within the established deadlines. Our focus is to guarantee that your company pays only what is absolutely necessary in taxes while maintaining full compliance with applicable laws. We use advanced technology to optimize processes, reduce costs, and simplify tax management.

In addition, we assist with:

  • Regularization of tax issues
  • Revision of tax procedures
  • Tax planning
  • Recovery of tax credits
  • And other specific demands.

We perform detailed analyses to identify potential tax problems, proposing solutions to avoid losses and optimize your company’s fiscal management. Our technological tools further streamline processes, cut costs, and ensure precise and reliable outcomes.

Key activities

  • Control of ICMS Credits on Fixed Assets: Monitoring tax credits related to fixed assets.

  • Evaluation of the Best Tax Option for the Company: Advising on the most advantageous tax structure.

  • Analysis of Tax Aspects in International Transactions: Reviewing cross-border operations from a tax perspective.

  • Calculation of Taxes at Municipal, State, and Federal Levels: Ensuring accurate tax computations across all jurisdictions.

  • Guidance on Potential Tax Benefits and Reduction of Tax Burden: Identifying opportunities for tax savings.

  • Tax Compensation and Reimbursements: Utilizing mechanisms such as PER/DECOMP and e-CredAc.

  • State-Level Accessory Declarations: Including filings like GIA, REDF, VAF, DAMEF, among others.

  • Municipal Accessory Declarations: Such as service declarations for services rendered.

  • Bookkeeping of Invoices: Recording incoming and outgoing invoices and services rendered/received.

  • Federal Accessory Declarations: Covering filings such as EFD, DCTF, REINF, DIF, DIMOB, DIRF, DITR, DMED, DeSTDA, and others.

Frequently asked questions

What are the advantages of Tax BPO for my company?

By choosing Bernhoeft as your tax advisory partner, your company secures a strategic and productive Tax BPO service. We work with dedicated service cells composed of professionals specialized in various segments, enabling us to serve companies of all sizes and across different industries.

Outsourcing your tax processes can significantly reduce costs related to infrastructure and team management, while freeing up your internal team to focus on more strategic and value-added activities.

Leveraging our technology, experienced specialists, and agile processes, we ensure greater security and quality in your tax routines. This makes your company more competitive and efficient while ensuring full compliance with all fiscal and tax obligations—thus avoiding potential issues with tax authorities.

Why outsource the tax area?

Outsourcing may be the necessary solution for companies experiencing a lack of specialized knowledge, excessive time demands, and high financial and tax risks, as well as elevated technology costs.

Hiring an experienced accounting firm helps manage tax routines appropriately by delivering personalized services, accurate and timely reports, and by identifying and resolving potential tax issues before they escalate. This approach allows your company to focus on core business activities while saving time and money in the long run.

For companies with multiple branches, outsourcing state and municipal tax routines can be particularly strategic if the head office lacks the expertise to manage the complex tax requirements of each location. This specialized knowledge is essential to handle fiscal benefits and other regional specificities, letting your company concentrate on its primary operations without worrying about localized tax challenges.

What technology is used in Tax BPO?

We offer tax advisory services powered by technology that ensures security, agility, and high-quality data management. Our flexible approach allows us to execute routines either at Bernhoeft or at your office. Additionally, we can process your tax bookkeeping on our system or integrate it with your company’s ERP—whether it’s SAP, Oracle, TOTVS, Sankhya, or another system, as long as it can export the required files to meet tax authority demands.

When your tax routines are managed through our system, our tools automatically capture incoming and outgoing electronic invoices (NF-e and CT-e), bringing speed and security to daily operations. These technologies also monitor pending items, issue electronic tax clearance certificates (CNDs), and automate various processes.

With our client portal, you have access to updated documents not only for the current month but also for previous periods. This includes accounting reports, tax documents, and even payroll-related records when those BPOs are also under our management.

Through our dashboard, you can view graphs and key indicators related to your tax activities, enabling a comprehensive analysis of your company’s financial performance. This data supports short-, medium-, and long-term planning, providing detailed insights into revenue trends, tax evolution, and more.

How does the service transition work?

When you outsource your tax function with us, you receive full support during the transition process.

Initially, we conduct an onboarding meeting to understand the details of your company’s operations, relevant controls, and to define timelines, procedures, and other key aspects that ensure a smooth and hassle-free transition.

Based on the documentation provided, we proceed with configuring the accounting system, setting up cost centers, importing previous balances, and facilitating the integration of tax data between your system and ours.

Simultaneously, we provide checklists of documents your company needs to archive—documents that the previous service provider must deliver to us, as well as documents that we will require monthly to maintain updated records.

Throughout the transition, our team also offers training to ensure your employees can efficiently use the online platform and that managers can extract relevant information from the accounting system.

Our goal is to make the transition as seamless and efficient as possible, allowing you to focus on your core strategic activities while we handle the bureaucracy.

What does day-to-day support look like?

Our daily support is delivered by a specialized team of experienced professionals. We also have technology experts ensuring that our platform remains continuously updated and fully responsive to client needs.

To provide the best possible experience, part of our team is bilingual—prepared to serve clients from various nationalities, whether they are located in Brazil or abroad.

We offer multiple communication channels, including telephone, email, and chat, allowing you to choose the most convenient method to reach us.

Our objective is to deliver high-quality service with personalized, efficient support, complemented by an advanced technology platform that ensures rapid processing, secure information management, and strict adherence to deadlines.

Optimize the management of your business